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Fidelity Enhanced Large Cap Value ETF
FELV

Overview Fund Activity

135 hedge funds and large institutions have $635M invested in Fidelity Enhanced Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+11
Holders Change %
+8.87%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
52
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$28.7M
2
IFA
Independence Financial Advisors
New Hampshire
+$26.8M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$10.2M
4
WC
Weil Company
California
+$8.05M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.51M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$23.6M
2
KAS
Kestra Advisory Services
Texas
-$4.06M
3
SWP
Stratos Wealth Partners
Ohio
-$2.79M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.55M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$344K -$1.8M -56,768 -84%
MWM
52
Modera Wealth Management
New Jersey
$341K – – –
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$337K +$38K +1,196 +13%
BWA
54
Bestgate Wealth Advisors
Maryland
$334K – – –
MML Investors Services
55
MML Investors Services
Massachusetts
$318K +$14.1K +445 +5%
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$315K +$315K +9,900 New
RF
57
Roxbury Financial
New Jersey
$313K +$10.6K +334 +4%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$312K +$35.5K +1,099 +13%
GLR
59
Great Lakes Retirement
Ohio
$307K – – –
SN
60
Sittner & Nelson
Oregon
$305K – – –
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$294K +$921 +29 +0.3%
B
62
Bensler
Washington
$289K -$6.07K -191 -2%
HG
63
Harbor Group
New Hampshire
$281K +$95 +3 +0%
NC
64
North Capital
Utah
$278K +$1.3K +41 +0.5%
LWL
65
Leo Wealth LLC
Texas
$257K +$257K +8,084 New
LA
66
Lifeworks Advisors
Michigan
$254K – – –
Lido Advisors
67
Lido Advisors
California
$252K -$13.8K -433 -5%
CA
68
Clearstead Advisors
Ohio
$249K – – –
OWA
69
Outlook Wealth Advisors
Texas
$248K +$1.18K +37 +0.5%
Mariner
70
Mariner
Kansas
$244K -$97.7K -3,075 -29%
FF
71
Foronjy Financial
California
$244K +$244K +7,671 New
QCM
72
Quantinno Capital Management
New York
$242K +$242K +7,604 New
IWC
73
Integrated Wealth Concepts
Massachusetts
$239K +$921 +29 +0.4%
IA
74
IFP Advisors
Florida
$235K +$1.18K +37 +0.5%
DFG
75
Dynamic Financial Group
Iowa
$232K -$1.33K -42 -0.6%
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